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Salesforce CPQ Admin Essentials for Experienced Administrators

  • Tuition USD $3,600 GSA  $3,264.48
  • Reviews star_rate star_rate star_rate star_rate star_half 3103 Ratings
  • Course Code CPQ-211
  • Duration 4 days
  • Available Formats Classroom

Comprehensive and hands-on, this course is essential for CPQ administrators by providing a detailed and in-depth look at Salesforce CPQ and its applications. We recommend experienced administrators take this course before starting a Salesforce CPQ implementation or when taking over an existing implementation.

Skills Gained

  • Set up products, bundles, and product and pricing rules targeting several objects.
  • Lead the technical configuration of discounting, pricing methods, and output document generation.
  • Leverage the events, objects, settings, and methods of the contract creation, renewal, and amendment processes.
  • Harness Salesforce CPQ’s advanced capabilities and explore the possibility of more customized solutions and development.
  • Utilize Advanced Approvals in conjunction with Salesforce CPQ quoting processes.
  • Formulate sound technical solutions to common CPQ business requirements.
  • Make significant progress in preparing for the Salesforce Certified CPQ Specialist exam.

Who Can Benefit

  • Covering all the topics from the Salesforce CPQ Admin Essentials for New Administrators but with a greater technical emphasis, this course will also provide guidance on design implications and use cases for hands-on
  • exercises. The class is designed for experienced Administrators who will have prior experience implementing Salesforce CPQ solutions in a customer-facing role, as well as solution architects, implementation consultants, or developers seeking to understand full capabilities in order to formulate technical solutions within Salesforce CPQ

Prerequisites

  • A strong Salesforce Admin background is assumed for this course. Salesforce Administrator certification is strongly recommended. You do not need to complete Salesforce CPQ Admin Essentials for New Administrators to take this course.

Course Details

Products, Bundling, Product Rules

  • Product fields and related objects integral to basic Salesforce CPQ functionality
  • Configurable Product Bundles and the resulting user interface and experience
  • Enforcing business logic with Product Features, Option Constraints, Validation Rules, Selection Rules, and Dynamic Bundles

Custom Actions and UI Customizations

  • Modifying out-of-the-box button behavior for product selection
  • Alternate quote line editor views

Pricing Methods and Discounting

  • Guided selling decision trees and custom prompts
  • Pricing Waterfall
  • List pricing, cost plus markup, and block pricing
  • Contracted pricing
  • Multi-Dimension Quoting
  • Tiered discounting

Price Rules and Lookup Objects

  • Programmatically setting values for Quote and Quote Line fields
  • Advanced events and conditions
  • Price Action sources, including static values, Summary Variables, formulas, and Lookup tables
  • Lookup objects and Lookup Queries

Advanced Approvals

  • Advanced Approvals
  • Multi-tiered approval processes, with serial and parallel approval steps
  • Dynamically assigning approvers within an approval workflow
  • Smart approval rule configuration

Contracting

  • Generate new contracts to bring quote data to the
  • account

Renewals and Amendments

  • Amendment and renewal processes
  • Renewal pricing methods and replacement products
  • Account co-termination behavior
  • Best practices: Add-ons vs Amendments
  • Bundling concerns for amendments

Output Documents and Docusign

  • Generating dynamic output documents
  • Conditional Template Content
  • Proposal coloring and branding
  • Enabling output document for Docusign e-signatures

Localization and Multi-Currency

  • Accommodating translations and multiple currencies

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

Ray is excellent instructor, very friendly & skilled.. the course is effective, interactive, lots of practice..

Excellent training experience from start to finish. Lab environment was easy accessible and very easy to use/follow.

The class provided by ExitCertified was well put together, with a great instructor and thorough course materials.

Very organized and provides a ton of information both in class and for self study. I highly recommend ExitCertified for AWS training.

Well organized support staff. Second class that I have taken through Tech Data and found it more than a good use of my time.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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